When it comes to talking about the Dow Jones Industrial Average, you’re referring to the marketplace. And while you should be aware of its current state, understanding its history is the only way to predict it.… READ MORE
Playing a game of football is similar to your investment portfolio. And while you should have ‘star player’ investments, you also need linebackers as a safety net for your assets.
Or as the saying goes, “Don’t put all your eggs in one basket.” Even if you’re seeing mouth-watering returns when you look at your portfolio.… READ MORE
Knowing how to manage your money and make it last is essential in any financial plan. And while putting cash aside might seem ‘pretty easy,’ there are necessary steps for managing your own (without sabotaging your retirement funds).… READ MORE
Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions.
Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country.… READ MORE
While many of us find the topic of life insurance one that is ‘complicated and expensive,’ it couldn’t be further from the truth. If you consider what it means for your family, the right life insurance plan helps loved ones in your absence and protects the assets you’ve worked your life for.… READ MORE
Planning the retirement you want starts with understanding how your pension plan fits into the ‘big picture.’ And without those overtime hours and biweekly paychecks, how will you protect the money you worked so hard for?… READ MORE
When it comes to growing your wealth and protecting your savings, there are three things every investment plan needs.
And not only will these things help you in the future, they’ll let you live comfortably right now too.… READ MORE
Death and taxes aren’t topics to liven up a room.And while these conversations seem hard to have, they ultimately decide how you want your loved ones to receive everything you’ve worked so hard for. … READ MORE
Paying taxes can feel like pulling teeth… And while it seems unbearable, knowing how to get through the process with the least amount of pain is what makes your retirement a breeze. You don’t want taxes eating away at your returns the moment you stop working.… READ MORE
Would you board a flight that had a 70% probability of safely reaching its destination? How about 90%?
While these are odds we’d avoid if our life was on the line, many people blindly trust their retirement to a financial plan with similar numbers.… READ MORE
